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AbbVie

1,798 hedge funds and large institutions have $99.5B invested in AbbVie in 2017 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 596 increasing their positions, 824 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 68

36% more funds holding in top 10

Funds holding in top 10: 118160 (+42)

24% more capital invested

Capital invested by funds: $80.1B → $99.5B (+$19.4B)

17% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $1.07B

2% more funds holding

Funds holding: 1,7631,798 (+35)

0.86% more ownership

Funds ownership: 69.41%70.28% (+0.86%)

28% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 824

Holders
1,798
Holders Change
+35
Holders Change %
+1.99%
% of All Funds
44.82%
Holding in Top 10
160
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+35.59%
% of All Funds
3.99%
New
123
Increased
596
Reduced
824
Closed
68
Calls
$1.25B
Puts
$1.07B
Net Calls
+$178M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
551
Apriem Advisors
California
$6.63M -$1.09M -14,357 -16%
CCM
552
Condor Capital Management
New Jersey
$6.62M
FB
553
Fulton Bank
Pennsylvania
$6.61M -$617K -8,108 -10%
WS
554
Wedbush Securities
California
$6.59M -$292K -3,838 -5%
LMGAM
555
Liberty Mutual Group Asset Management
Massachusetts
$6.58M -$2.1M -27,531 -27%
CAM
556
Carret Asset Management
New York
$6.52M +$35.4K +465 +0.6%
TIM
557
Thompson Investment Management
Wisconsin
$6.5M -$336K -4,415 -6%
DSAM
558
Dock Street Asset Management
Florida
$6.49M +$142K +1,870 +3%
CC
559
ClearArc Capital
Ohio
$6.49M -$395K -5,195 -7%
TFA
560
Toth Financial Advisory
Virginia
$6.41M +$404K +5,310 +8%
MJRIC
561
Mogy Joel R Investment Counsel
California
$6.4M -$76.1K -1,000 -1%
MA
562
Menlo Advisors
California
$6.37M -$178K -2,340 -3%
OSAM
563
O'Shaughnessy Asset Management
Connecticut
$6.37M -$4.37M -57,374 -44%
GAM
564
Garrison Asset Management
Arkansas
$6.37M -$212K -2,781 -4%
DWM
565
Doyle Wealth Management
Florida
$6.35M -$3.98M -52,317 -42%
FMC
566
First Merchants Corp
Indiana
$6.35M +$2.91M +38,196 +115%
PAM
567
Palisade Asset Management
Minnesota
$6.35M +$239K +3,145 +5%
BCM
568
Brookstone Capital Management
Illinois
$6.25M -$1.52M -20,010 -22%
W
569
Wealthfront
California
$6.21M +$599K +7,875 +13%
MA
570
Montag & Associates
Georgia
$6.2M -$40.6K -534 -0.8%
MCM
571
Monarch Capital Management
Indiana
$6.2M -$226K -2,968 -4%
Carson Wealth (CWM LLC)
572
Carson Wealth (CWM LLC)
Nebraska
$6.18M -$354K -4,651 -6%
FDCDDQ
573
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.18M +$227K +2,976 +4%
WWM
574
Willingdon Wealth Management
North Carolina
$6.13M +$2.85M +37,445 +119%
MKC
575
M. Kraus & Co
Vermont
$6.11M -$31.1K -409 -0.6%

ABBV Hedge Fund Activity: Q3 2017 in Review

1,798 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q3 2017, worth a combined $99.5B — up 24% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new ABBV positions and 68 closed out — a net gain of 55 holders — while 596 added to existing stakes and 824 trimmed.

The largest buyer was Capital World Investors, adding an estimated $896M. The largest seller was Woodford Investment Management, cutting an estimated $607M.

  • 1,798 institutional investors held AbbVie (ABBV) as of Q3 2017, up from 1,763 in Q2 2017.
  • Funds reported $99.5B of AbbVie stock for Q3 2017, up 24% quarter-over-quarter.
  • 123 funds opened new AbbVie positions in Q3 2017 and 68 closed out, a net change of +55 holders.
  • The largest AbbVie buyer in Q3 2017 was Capital World Investors, an estimated $896M added.
  • The largest AbbVie seller in Q3 2017 was Woodford Investment Management, an estimated $607M sold.

Based on aggregated 13F filings for Q3 2017.